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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huey? Claim Your ProfileHuey Ladon Copelin is a financial advisor who has been in the industry since 2002. Huey Ladon Copelin is a registered representative of Cetera Investment Advisers LLC and has been with the firm since 2003. Huey Ladon Copelin is also a Certified Financial Planner. Huey Ladon Copelin's primary office is located in Mena, Arkansas. Huey Ladon Copelin offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Huey Ladon Copelin has a strong track record of providing excellent service to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
07/22/2003 - Present
Cetera Investment Advisers LLC (MENA AR)
CA
11/26/2001 - 05/19/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 11/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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